RIA Data Center

Use this interactive rankings tool to find key information on fee-only registered investment advisory firms*.

Sort by business name or assets under management, or use the filters offered to tailor the entire RIA universe to your liking.

Rank Business Name Avg. account AUM Discretionary AUM Non-discretionary AUM Total AUM
701Stevens First Principles Investment Advisors$646,778$267,487,839$5,452,528$272,940,367
702MMHP Investment Advisors$348,785$263,400,000$9,350,000$272,750,000
703The Joseph Group Capital Management$596,350$272,532,000$0$272,532,000
704Marotta Wealth Management, Inc.$273,989$263,655,614$8,688,978$272,344,592
705Main Street Financial$11,827,924$219,742,263$52,300,000$272,042,263
706Grey Owl Capital Management$1,244,373$271,273,359$0$271,273,359
707Obrien Greene & Co Inc$1,221,582$184,661,237$86,530,000$271,191,237
708KHC Wealth Management$224,269$270,692,608$0$270,692,608
709Cambridge Connection Inc$159,759$270,632,558$0$270,632,558
710Ulland Investment Advisors$604,043$270,611,213$0$270,611,213
711Ruedi Holder & Associates, Inc.$234,430$260,341,360$9,955,957$270,297,317
712Nova Wealth Management Group$289,227$269,358,740$489,624$269,848,364
713Rappaport Reiches Capital Management,$1,424,298$269,192,375$0$269,192,375
714Cornerstone Wealth Management$509,642$261,867,962$7,222,765$269,090,727
715Retirement Asset Management$280,585$263,709,324$4,810,107$268,519,431
716Youngs Advisory Group, Inc.$416,540$259,880,000$8,372,000$268,252,000
717Leavitt Capital Management Inc$752,839$253,197,268$14,813,282$268,010,550
718Lake Street Advisors$1,908,550$265,988,737$1,208,228$267,196,965
719Hatton Consulting, Inc.$466,054$267,048,804$0$267,048,804
720Laulima Family Offices$1,733,951$267,028,453$0$267,028,453
721Financial Solutions Advisory Group$388,646$23,340,000$243,660,000$267,000,000
722Bromfield Financial Advisory Group, Inc.$1,001,868$266,497,000$0$266,497,000
723Peregrine Asset Advisers, Inc.$797,785$259,362,904$7,097,333$266,460,237
724Opes Advisors, Inc.$372,128$266,444,000$0$266,444,000
725Kays Financial Advisory Corp$211,598$241,910,593$24,279,717$266,190,310
726Financial Designs Corporation$251,520$217,998,000$48,110,000$266,108,000
727Boston Research and Management, Inc.$730,221$265,070,317$0$265,070,317
728Baldrige Asset Management$380,807$216,525,477$48,515,885$265,041,362
729John F Suby Wealth Management$1,186,547$264,600,000$0$264,600,000
730Insight Wealth Partners$652,341$263,761,767$436,316$264,198,083
731Northwest Financial Services Inc$781,615$253,730,698$9,673,610$263,404,308
732Lifeplan Financial Group, Inc.$494,847$254,933,448$7,830,197$262,763,645
733North Berkeley Investment Partners$252,393$258,977,314$3,511,363$262,488,677
734Sumnicht & Associates$314,269$187,500,000$74,600,000$262,100,000
735Bedrock Capital Management, Inc.$368,787$261,838,947$0$261,838,947
736Wolf Group Capital Advisors$374,965$253,807,084$7,918,330$261,725,414
737Clientfirst Wealth Management$2,248,397$260,814,075$0$260,814,075
738Peachtree Wealth Management$8,411,427$43,371,397$217,382,827$260,754,224
739Mullaney Keating & Wright Inc$1,392,944$259,501,278$979,287$260,480,565
740Alberts Investment Management Inc.$1,870,504$45,000,000$215,000,000$260,000,000
741America First Investment Advisors$443,527$259,463,000$0$259,463,000
742William Mack & Associates Inc$694,638$255,308,000$3,792,000$259,100,000
743&Wealth Partners$863,604$49,380,691$209,700,613$259,081,304
744Cambridge Advisors Inc$354,833$244,281,639$14,746,132$259,027,771
745Creative Capital Management Inc$474,245$258,463,573$0$258,463,573
746Delta Wealth Management$1,037,801$132,838,813$125,573,579$258,412,392
747Commonwealth Advisory Group, Ltd.$388,791$0$258,156,890$258,156,890
748Gryphon Advisors$236,895$175,489,396$82,251,996$257,741,392
749Hart Capital Management, Inc.$716,267$242,592,128$13,831,402$256,423,530
750Cloud Capital$87,672$252,757,704$0$252,757,704
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Purchase the data and information contained in the RIA Data Center in an Excel spreadsheet.

For more information about the RIA Data Center, please contact InvestmentNews Data.

Reprints: For reprints of these rankings, please contact Laura Picariello.

*Methodology: InvestmentNews qualified firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of May 1. To qualify, firms must have met the following criteria: (1) Latest ADV filing date is either on or after Jan. 1, 2014. (2) Total AUM is at least $100M. (3) Does not have employees who are registered representatives of a broker-dealer. (4) Provided investment advisory services to clients during its most recently completed fiscal year. (5) No more than 50% of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies). (6) No more than 25% of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants). (7) No more than 25% of regulatory assets under management is attributable to corporations or other businesses. (8) Does not receive commissions. (9) Provides financial planning services. (10) Is not actively engaged in business as a broker-dealer (registered or unregistered). (11) Is not actively engaged in business as a registered representative of a broker-dealer. (12) Has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) nor one who is an insurance company or agency.